Customer Service Life Insurance
Resume:
Kathryn A. Murphey
Lakewood, Ohio 44107
216-***-**** (Cell)
********@***.***
Objective: To further my work experience in a challenging atmosphere and
continue to learn and develop new skills.
Offer: I dedicate myself to constantly improving my skills. I have a
proven track record of solving difficult customer service issues
while handling an extensive workload.
Education: .Property & Casualty Agent License - October, 2007
.Hondros College - Property & Casualty Licensing Course - 40
hours-9/2007
.Life & Health Agent License - October 18, 2004
.Hondros College - Life & Health Agent Licensing Course - 40
hours- 10/2004
.Real Estate License Prep Classes - 1979
.Real Estate License - 1979 (Now in Escrow)
Skills: .Microsoft Office - Word, Excel, Outlook & PowerPoint
.Multi-tasking
.Customer Service
Work Experience:
River Financial Group
1250 Crocker Rd. Ste. 103
Westlake, OH 44145 (Full-time)
05/29/2007 - Present
. Complete all processing and completion of life, disability income
and long term care applications.
. Provide quotations and illustrations to the agents for all life,
disability income and long term care requests.
. Handle processing of property/casualty changes from clients to
broker.
. Renew all agents licensing for non-resident states.
. Entrusted with all customer service for life and property/casualty
policies.
. Process applications for all BOLI (Bank Owned Life Insurance) and
TOLI (Trust Owned Life Insurance) clients including ordering and
tracking APS requirements and ordering of medical requirements.
. Assist in answering phones & other clerical duties in absence of
other employees.
Chisholm & Associates Insurance Agency (Full-time)
09/15/1998-04/30/2007
29065 Clemens Road #300
Westlake, Ohio 44145
. Process all life, health, disability and long term care
quotations by rating with
provided software for requested Company.
. Handle all customer service on in-force policies and
pending applications.
Kathryn A. Murphey
********@***.***
. Enter data into the AMS system software for any P/C
correspondence done for an agent.
. Coordinate and manage all personal Health EOB's for Grandfather
of new President of
the Agency.
. Personal assistant to Warren F. Chisholm, III, CLU, CFP
until his death 11/19/05.
. Handle all broker requests for Group Health Insurance.
. Assist in the daily activity of the Agency such as
answering phones, first to arrive and
open the office and extra work during an employee's
illness.
Lakewood Board of Education 09/1996-09/1997
1470 Warren Road
Lakewood, Ohio 44107
. Part-time on an on-call, as needed basis in any office, any school
for the School System.
. Trained myself in each new school as required for their daily
activities.
. Data entry of absences into the computer system, updated
computer records for the day.
. Substituted for any regular secretary out ill.
. Entrusted to fill a 6 week period full time at the Main
Board of Education for Director of Pupil
Personnel during a leave of absence for her regular
secretary.
. Prepared reports and correspondence in Microsoft Word.
Warren F. Chisholm, III, CLU (Full-Time) 06/1985-
10/1986
Stuart Insurance Agency
Center Ridge Road
Fairview Park, Ohio 44126
. Personal assistant to Warren F. Chisholm, III, partner of the
Stuart Insurance
Agency. In charge of all dictation, new business life insurance
applications,
quotations, life claims and customer service issues.
Warnkin-Dillman & Associates Insurance
01/1984-06/1985
15401 Detroit Avenue
Lakewood, Ohio
. Part-time employment after birth of first child working for three
agents, one each day.
. Duties included dictation, correspondence, customer
service and new life application processing.
Warnkin-Dillman & Associates Insurance Agency
08/1979-08/1983
15401 Detroit Avenue
Lakewood, Ohio 44107
. Full time position working for a General Agency of the Columbus
Mutual Life Insurance
Company.
. Handle all incoming applications and customer service requests.
Kathryn A. Murphey
********@***.***
Manulife Insurance Company 07/1978-
08/1979 14600 Detroit Avenue
Lakewood, Ohio 44107
. Full time position as coordinator overseeing customer service
duties for five life insurance
agents.
. Duties included organizing their appointments, processing
new business applications,
dictating letters for service requests to the in-house
dictation staff as well as resolving complicated
customer service issues.
. Took parts one and two of LOMA, Life Office Management
Association and passed.
Penn Mutual Life Insurance Company 01/1977-
07/1978
55 Public Square
Cleveland, Ohio 44115
. Full time position for life insurance company in charge of
customer service, new business
applications, illustrations and quotations.
Contact this candidate